Susannah Malek, CDFA™ in

Susannah Malek, CDFA™

Inquirer · DISC type cd
Managing Director at Wellspring Divorce Advisors
📍 San Francisco Bay Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
13 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
San Francisco Bay Area, United States
Personality Overview

How Susannah shows up

Upfront
Judgemental
ROI Conscious

They care equally about the product and its potential impact. They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople.

Priorities

Topics Susannah cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-2015
Managing Director
Wellspring Divorce Advisors
7-2014 - 7-2015
Managing Director
Pacific Divorce Management
10-2012 - 7-2014
Owner
inTact Divorce Financial Solutions, LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1990 - 1994
Bachelor of Arts (BA)
Colorado College
40 Hours
Northern California Mediation Center
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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